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Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Empirical Wealth Management
Washington
-$324K -2,633 Closed
SFA
327
Sequoia Financial Advisors
Ohio
-$316K -2,567 Closed
CFA
328
Cahill Financial Advisors
Minnesota
-$314K -2,552 Closed
SPI
329
Sutton Place Investors
New York
-$281K -2,552 Closed
BSW
330
Buckingham Strategic Wealth
Missouri
-$313K -2,547 Closed
RCWM
331
Royal Capital Wealth Management
Indiana
-$295K -2,395 Closed
LWM
332
Lyell Wealth Management
California
-$278K -2,258 Closed
AIA
333
Acute Investment Advisory
Arizona
-$271K -2,204 Closed
CPO
334
Cerity Partners OCIO
New York
-$267K -2,170 Closed
T
335
TCWP
Ohio
-$256K -2,088 Closed
PWS
336
Paragon Wealth Strategies
Florida
-$256K -2,082 Closed
EGWAG
337
Elwood & Goetz Wealth Advisory Group
Georgia
-$255K -2,068 Closed
RF
338
RHS Financial
California
-$241K -1,958 Closed
IWN
339
Independent Wealth Network
Iowa
-$240K -1,949 Closed
WS
340
Wedbush Securities
California
-$237K -1,928 Closed
MCM
341
MAI Capital Management
Ohio
-$236K -1,916 Closed
FHA
342
Flagship Harbor Advisors
Massachusetts
-$234K -1,898 Closed
CAC
343
Certified Advisory Corp
Florida
-$220K -1,785 Closed
FFA
344
First Foundation Advisors
California
-$217K -1,762 Closed
IAA
345
Independent Advisor Alliance
North Carolina
-$215K -1,748 Closed
RIA
346
Regal Investment Advisors
Michigan
-$208K -1,688 Closed
EH
347
Equitable Holdings
New York
-$202K -1,641 Closed
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
-$49.7K -404 Closed
GT
349
Glenmede Trust
Pennsylvania
-$43K -350 Closed
SCA
350
Sandy Cove Advisors
Massachusetts
-$30K -240 Closed

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.